Original filing (PDF)20251007155832NAL0004814081002

FROEDTERT SOUTH, INC.

Name: FROEDTERT SOUTH, INC. — FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FROEDTERT SOUTH, INC.

Form 5500

FILING_RECEIVED

FROEDTERT SOUTH, INC. MATCHED 403(B) RETIREMENT SAVINGS PLAN

403(b) retirement plan

Active participants

2,347

Accounts w/ balance

1,586

Plan assets (EOY)

$89.2M

Net assets (EOY)

$89.2M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FROEDTERT SOUTH, INC..

Plan sponsor

Name

FROEDTERT SOUTH, INC.

EIN

39-0816845

Address

6308 EIGHTH AVENUE · KENOSHA, WI · 53143

Phone

(262) 656-2143

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$116K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO, INC	94-1737782	—	SECURITIES BROKER	$246	—
NATIONAL FINANCIAL SERVICES

Investments

26 direct securities· $85.0M(95% of reported assets)

Other securities

$78.2M

23 holdings

Common Stock

$5.9M

1 holding

Bonds / Notes

$483K

1 holding

Cash / Money Market

$440K

1 holding

					% of plan
Vanguard Total Stock Mkt Index Adm	Other securities	—	—	$10.6M	11.8%
T. Rowe Price T. Rowe Price Ret 2030 I	Other securities	—	—	$7.3M	8.2%
Pioneer Fundamental Gr Y	Other securities	—	—	$6.5M	7.3%
Allspring Core Plus Bd Instl	Other securities	—	—	$6.2M	7.0%
T. Rowe Price T. Rowe Price Ret 2040 I	Other securities	—	—	$6.2M	6.9%
Columbia Dividend Inc Inst	Common Stock	—	—	$5.9M	6.6%
T. Rowe Price T. Rowe Price Ret 2050 I	Other securities	—	—	$5.8M	6.5%
MFS Intl Eq R6	Other securities	—	—	$5.4M	6.1%
T. Rowe Price T. Rowe Price Ret 2055 I	Other securities	—	—	$4.2M	4.8%
T. Rowe Price T. Rowe Price Ret 2045 I	Other securities	—	—	$3.6M	4.0%
T. Rowe Price T. Rowe Price Ret 2025 I	Other securities	—	—	$3.6M	4.0%
T. Rowe Price T. Rowe Price Ret 2060 I	Other securities	—	—	$3.0M	3.4%
Champlain Mid Cap Adv	Other securities	—	—	$2.5M	2.9%
John Hancock JHancock3 Disciplined Val Md cp Fd	Other securities	—	—	$2.3M	2.5%
American Century American Century Small Cap Val R6	Other securities	—	—	$1.9M	2.1%
Charles Schwab Instl Personal Choice Retment Account	Other securities	—	—	$1.8M	2.1%
T. Rowe Price T. Rowe Price Ret 2020 I	Other securities	—	—	$1.8M	2.0%
NYL Guaranteed Interest Account	Other securities	—	—	$1.8M	2.0%
JOHCM Emerging Markets Opps Adv	Other securities	—	—	$1.6M	1.8%
AB Small Cap Gr K	Other securities	—	—	$1.6M	1.8%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$483K	0.5%
Federated FedeRtd Hermes US Trsry Cash Rsrv IS	Cash / Money Market	—	—	$440K	0.5%
T. Rowe Price T. Rowe Price Ret 2015 I	Other securities	—	—	$333K	0.4%
T. Rowe Price T. Rowe Price Ret 2065 I	Other securities	—	—	$73K	<0.1%
T. Rowe Price T. Rowe Price Ret 2005 I	Other securities	—	—	$14K	<0.1%
T. Rowe Price T. Rowe Price Ret 2010 I	Other securities	—	—	$13K	<0.1%